Apps Like RightCapital for iPhone and iPad
Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
RightCapital screenshots
Ranked alternatives
Showing 621–640 of 1,000 ranked alternatives.
Tallie
Emburse, Inc.
Automate business expense report management processes.
The app automates business expense report management from purchase to reimbursement. It offers tools for policy compliance, internal control, and analytics, integrating with cloud-based accounting systems.
Franklin AI: Financial Advisor
Franklin AI LLC
Analyze spending, deliver insights
Track spending habits and receive personalized insights based on actual spending data. Identify subscription costs, cash flow trends, and potential savings. Answer questions with detailed, data-driven explanations.
DST Vision
DST Systems, Inc.
Access client information on the go.
The app provides mobile access to client account information for financial intermediaries. Users can view their book of business, search for clients, and access real-time account details and transaction history.
SafraLink
SAFRA NATIONAL BANK OF NEW YORK
Manage accounts and track expenses
View account balances and transaction history. Transfer funds between accounts. Schedule payments and set spending limits. Receive alerts for account activity. Access customer support and manage notifications.
Evelyn Partners Mobile
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
Jadesync
Jadesync LLC
Track transactions, set budgets, monitor cash flow
Track transactions in real time across multiple accounts. Set budgets that adjust to financial goals. Monitor income, expenses, and cash flow. View spending trends and financial insights.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.